Within the batch data entry grid, you can quickly access information about each record, add and edit records, and attach row comments. The tasks that display on the toolbar depend on the batch type. We recommend you familiarize yourself with the tasks on the toolbars as well as the various shortcut keys.
Tip: To quickly perform tasks on the toolbar ribbon using your keyboard, click Ctrl + M. Shortcut keys are then displayed over each feature that is available in the current view. To access a task, click the corresponding letter. To exit the shortcut key display mode, select Esc, or simply click your mouse.
In the batch data entry grid, each row of the spreadsheet that contains information becomes a new record or updates an existing record when you commit the batch to the database. The selected batch template defines which fields appear in the spreadsheet and the order in which they appear. When a column is not applicable to the record you enter, the field is disabled. For example, in a constituent batch, some fields for an individual constituent, such as Gender or Birth date, are not applicable to an organization constituent. When you select "Organization" in the Constituent type field, the program disables all fields associated with individual constituents.
Tip: In the batch data entry grid, some fields also include a sub grid that displays several associated fields for data entry. For example, when you click in the Phones field in the batch data entry grid, a sub grid displays additional fields, such as Phone type, Seasonal start, and Seasonal end.